Everything you need, all in one place
If you're reading this page, it means you've been invited to provide information to Lisa to enhance her ability to serve you throughout the upcoming 2026 Medicare Annual Renewal Period.
Below you'll find a link to complete the online Needs Analysis form, and link to download a copy of the mandatory
Scope of Appointment (SOA) form. You may upload your completed SOA at the secure file upload link below.
COMPREHENSIVE MEDICARE NEEDS ANALYSIS FORM
Your invited to electronically complete a Medicare Needs Analysis Form. You may complete as much, or as little information as you wish. This encrypted optional form includes a request to schedule a time to meet for our annual phone appointment, and discuss plan options you may be interested in.
Click HERE to open the form.
You will be redirected to a secure website.
SCOPE OF APPOINTMENT FORM
You're invited to download a copy of the Scope of Appointment form. You may print, complete, scan, and upload a copy of the form through my secure link. Or, request that I send you an electronic copy via email or text, to sign online.
Click HERE to download the form.
Please upload completed .pdf form to my secure file transer link HERE.
